From the Investigator list, click on an investigator to display the individual investigator page or use the search box to retrieve it.
Viewing the finance graphs
Projects with which the investigator is involved are listed. For each project, Oracle project number, title and project direct budget (DI total) are displayed. Project direct budget is calculated as the sum of column X in the Oracle Project Portfolio with Spend report for the project, excluding any expenditure categories (Resources) marked as Overheads or FEC costs. This direct budget will be the same as the DI total shown against the project on the Portfolio screen.
Two graphs are shown for each project. Note that these two graphs show the directly incurred totals for the whole project, and are not related to the investigator’s individual budget. In other words, the data shown is the same as though looking at the project on the MARS project page.
DI spend against budget
This shows the same information as the Actual graph on the project page but for the Directly Incurred total only. One bar shows the DI total budget (taken from Project Portfolio and Spend report, column X), another bar shows DI total spend (taken from Project Portfolio with Spend report, columns Y Costs and Z Commitments). Hovering over the graph shows the total budget, actual spend, committed spend and remaining budget for the DI costs (from Project Portfolio and Spend report, columns X, Y, Z and AB).
DI run rate
This shows the same information as the Run Rate graph on the project page but for the Directly Incurred total only. The vertical dotted line indicates today’s date and is calculated by MARS as a percentage from the project start to the announced end date. Direct incurred costs are indicated by one bar, with the proportion of spend against available budget indicated as a percentage calculated by MARS. Hovering over the bar shows the percentage of the budget spent so far, the budget (Project Portfolio with Spend report, column X) and spend (Project Portfolio with Spend report, columns Y Costs and Z Commitments).
Information about staff paid directly from the project this month is imported monthly from the CoreHR Condensed Payroll report. The project staff information shown is applicable to the current month only.
Note: Department users will only see the names of directly costed project staff who are being paid by their own department, even if they are the lead department in a collaboration. (This differs from financial data, where lead departments can see the financial data of collaborating partner departments.) MARS displays the names and derived FTE of staff paid directly from the project, imported from Condensed Payroll Costing report columns F, G and O, where the Oracle project number matches the cost centre given in column V.
Project start and announced end dates are shown for the project, as well as any important dates entered manually on the project page.
Estimated FTE allocation by month
Below all the projects graphs is the Estimated FTE allocation by month graph.
Allocations for the investigator are from X5 and are shown by month, starting with the current month at the top and ending with the last month of the investigator’s last allocation. The FTE graph is derived from project costings as follows:
- The latest end date from Awards and Transfers-In (AWA and TIN), Extension (EXT) and Supplement & Extension (SUX) costings is found for each project. SUP costings are ignored.
- The FTE from the Award is applied through to the latest end date/
- If there is no Award, the FTE from the Supplement & Extension costing is applied through to the latest end date.
- If an investigator appears twice on an Award costing, those FTEs are added together.
- If an investigator doesn't have any Award allocations but has multiple SUX or EXT allocations, the highest FTE from those allocations is applied through to the latest end date.